Channels
Channels are persistent chat rooms organized by topic, team, or project. Every channel is scoped to your workspace, so the context your team builds up over time stays searchable and accessible.Creating a Channel
Create a new channel
Click + New Channel. Give it a name (use lowercase with hyphens, e.g.,
launch-room or support-escalations) and an optional description.Set visibility
Choose Public (any workspace member can join) or Private (invite-only). Private channels are not visible in the channel directory to non-members.
Messaging and Threads
Direct messages
Send a direct message to any workspace member by clicking their name or using the + New Message button. DMs support the same formatting, reactions, and file sharing as channels.
Threaded replies
Reply to any message in a thread to keep focused conversations from cluttering the main channel view. Threads are collapsible and show an unread indicator when they have new activity.
Emoji reactions
React to any message with an emoji. Reactions are a lightweight way to acknowledge a message, express agreement, or vote on options without generating noise.
File sharing
Drag and drop files directly into any channel or DM. Uploaded files are stored in the workspace and can be referenced by workflows and agents.
Mentions and Notifications
Use@name to mention a specific teammate. Use @channel to notify everyone in the channel. Use @here to notify only members who are currently active.
Channel Integrations
Channels aren’t just for people — workflows and agents can post to them automatically.- Workflow notifications: Configure a workflow step to post a message to a channel when a record reaches a certain status. For example, post to
#finance-teamwhen an invoice is approved. - Agent updates: An AI agent running a long task can post a summary to a channel when it completes, so the team stays informed without polling.
- Incoming webhooks: Use the channel webhook URL to post messages from external systems. Configure this under Channel Settings → Integrations.
Video Meetings
Hub includes built-in video meetings with screen sharing, so you can jump into a real-time conversation without leaving your workspace.Starting a Meeting
- From a channel
- From a direct message
- From Hub Meetings
Open any channel and click the video camera icon in the top-right. This starts an instant meeting and posts a join link in the channel so other members can hop in.
During a Meeting
- Screen sharing: Click the screen icon in the meeting toolbar. You can share your full screen or a specific application window.
- Participant controls: Mute/unmute, enable/disable video, and manage participants from the meeting toolbar.
- Meeting notes: Open the side panel to take collaborative notes that are saved automatically as a Doc in your workspace when the meeting ends.
Hub Meetings
Hub Meetings are scheduled, structured meetings with formal agendas, RSVPs, and a built-in record in your workspace.Scheduling a Hub Meeting
Set the details
Add a title, date, time, duration, and an optional location or video call link (generated automatically if you select Hub Video).
Build the agenda
Add agenda items with titles and time allocations. Agenda items can be linked to specific docs or list records — so reviewers can access source material directly from the meeting view.
Invite participants
Add attendees by name or email. Each invited person receives an RSVP notification and can respond with Accept, Decline, or Maybe.
During and After the Meeting
The meeting view shows the live agenda, attendee list, and a shared notes panel. After the meeting:- Notes are saved as a Doc automatically.
- Action items noted during the meeting can be converted to List records with one click.
- The meeting record — including the agenda, attendance, and notes — is stored in your workspace permanently.
Hub Meetings are distinct from instant video calls. Use instant calls for quick, unplanned conversations. Use Hub Meetings for recurring syncs, reviews, and any meeting where an agenda and attendance record matter.
Mail Integration
Hub’s mail integration connects email accounts to your workspace so incoming messages can trigger workflows, and outgoing notifications can be delivered as email.Connecting a Mail Address
Add your email address
Enter the email address you want to connect (e.g.,
support@yourcompany.com or invoices@yourcompany.com). Hub supports OAuth connection for major providers and IMAP/SMTP for custom domains.Verify ownership
Complete the verification step for your provider. For shared team addresses, you may need to authorize from the account admin.
Inbound Mail → Workflow Automation
When an email arrives at a connected address, Hub can:- Extract structured data — An AI agent reads the email body and any attachments, extracting fields like sender, subject, amount, due date, or document type.
- Create a record — The extracted data is written to a List automatically, creating a new row for the incoming item.
- Trigger a workflow — The record creation fires a workflow that routes it for review, assigns an owner, and sends notifications.
Example: Support inbox automation
Example: Support inbox automation
Connect
support@yourcompany.com to a workflow that:- Creates a record in the Support Requests list with the sender, subject, and AI-generated urgency score.
- Routes high-urgency requests to the on-call agent immediately.
- Sends an acknowledgment email to the sender automatically.
- Posts a summary to the
#support-escalationschannel if urgency is Critical.
Outbound Mail from Workflows
Workflows can send emails as a step. Use cases include:- Approval requests: Send an email to an external approver with a one-click approve/reject link. Their reply updates the workflow status automatically.
- Status notifications: Notify vendors, customers, or partners when a record reaches a specific status.
- Reminders: Schedule an email to fire if a record hasn’t been acted on within a defined time window.